Recent Policies
| Member | Policy ID | Type | Provider | Coverage | Annual Premium | Status | Maturity |
|---|
Family Members
| # | Name | Relation | Age | DOB | Phone | Family Group | Actions | |
|---|---|---|---|---|---|---|---|---|
Insurance Policies
| # | Member | Policy ID | Type | Provider | Coverage | Monthly Prem. | Annual Prem. | Status | Start | Maturity | Bonus | Surrender Val. | Frequency | Actions |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Income & Expense Transactions
| # | Date | Description | Type | Amount (₹) | Tax Deductible | Actions |
|---|---|---|---|---|---|---|
Insurance Claims
| # | Claim # | Policy ID | Date | Amount (₹) | Approved (₹) | Status | Description | Actions |
|---|---|---|---|---|---|---|---|---|
Year-Wise Summary
| Year | Receipts | Payments | Net |
|---|
Family Coverage
| Family | Members | Policies | Coverage | Premium/mo |
|---|
Tax Summary (Section 80D)
Upcoming Maturities
| Member | Policy | Provider | Coverage | Maturity | Days Left |
|---|
📤
Bulk Import via Excel
Download the template, fill your data, then use the API endpoints to import.
⬇ Download Template
Steps:
1. Download template above
2. Fill Member Import sheet first
3. Add members via Members page
4. Fill Policy Import sheet
5. Add policies via Policies page
6. Names must match exactly
1. Download template above
2. Fill Member Import sheet first
3. Add members via Members page
4. Fill Policy Import sheet
5. Add policies via Policies page
6. Names must match exactly